2023 Form 5500 filing — Catholic Medical Center 403(B) Tax-Sheltered Annuity Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015081739NAL0048466016001) for Catholic Medical Center 403(B) Tax-Sheltered Annuity Retirement Plan, reported by Catholic Medical Center under EIN 02-0315693 and plan number 003. It reports 3,779 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015081739NAL0048466016001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Catholic Medical Center
- EIN
- 02-0315693
- Plan number
- 003
- Location
- Manchester, NH
- Participants
- 3,779
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $284,243,467
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $284,243,467
- Employer contributions
- $5,353,419
- Participant contributions
- $15,157,413
- Total income / additions
- $65,800,055
- Benefits paid
- $23,284,617
- Administrative expenses
- $38,970
- Total expenses
- $23,350,660
- Net increase / (decrease)
- $42,449,395
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $62,792 | not reported in the loaded dataset |
| Baker Newman Noyes | ACCOUNTANT/AUDITOR | $15,000 | not reported in the loaded dataset |
| Fiducient Advisors LLC | INVESTMENT ADVISOR | $11,250 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$52,423 | $0 |